FEG
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Financial Enhancement Group’s Invesco Municipal Opportunity Trust VMO Stock Holding History

Financial Enhancement Group’s Portfolio VMO Stock Details VMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,960
Closed -$24K – 319
2020
Q3 		$24K Hold
1,960
– – 0.01% 147
2020
Q2 		$23K Buy
+1,960
New +$22.6K 0.01% 156

Other funds holding VMO

BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Financial Enhancement Group's VMO Position: Q4 2020 in Review

Financial Enhancement Group sold out of Invesco Municipal Opportunity Trust (VMO) in Q4 2020, closing a stake of 1,960 shares — an estimated $24K sold.

Financial Enhancement Group first reported a position in VMO in Q2 2020 and held it in 2 quarters. The position peaked at $24K in Q3 2020. 93 funds tracked by Wall St. Rank hold VMO as of Q4 2020.

  • Financial Enhancement Group reported no remaining Invesco Municipal Opportunity Trust position as of Q4 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 1,960 Invesco Municipal Opportunity Trust shares in Q4 2020, an estimated $24K.
  • Financial Enhancement Group first reported a position in Invesco Municipal Opportunity Trust in Q2 2020 and held it in 2 quarters.
  • Financial Enhancement Group's Invesco Municipal Opportunity Trust position peaked at $24K in Q3 2020.
  • 93 funds tracked by Wall St. Rank held Invesco Municipal Opportunity Trust as of Q4 2020.

Based on Financial Enhancement Group's 13F filing for Q4 2020, filed 10 Feb 2021.